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OCTWOCTW
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Position history for LPL Financial LLCLPL Financial LLC's holdings in ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

LPL Financial LLC holds 2.2M shares of OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF), worth $90.5M as of 2026-Q2. The position was decreased (-2.5% shares). OCTW represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$90.5M

Current Shares

2.2M

Total Value Change

+$89M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-2.5%
$90.5M0.0%$40.91
0
2026-Q1
Decreased
2.3M
-3.1%
$87.3M0.0%$39.10
0
2025-Q4
Increased
2.3M
+28.9%
$91.3M0.0%$39.08
37
2025-Q3
Increased
1.8M
+3678.8%
$69.6M0.0%$38.31
48
2025-Q2
Increased
48,067
+17.2%
$1.8M0.0%$36.99
30
2025-Q1
Decreased
41,021
-12.0%
$1.4M0.0%$35.01
0
2024-Q4
Increased
46,616
+6.3%
$1.7M0.0%$35.65
27
2024-Q3
Increased
43,835
+18.3%
$1.5M0.0%$35.06
30

Other major holders of OCTW: AE Wealth Management LLC

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